Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Stichnoth who wrote (19111)	3/1/2000 12:11:00 PM
From: Apollo	of 54805

Rambus I'm really thinking in terms of the wannabee gorillas. Perhaps Rambus. Is Rambus a Gorilla? I believe that is NOT decided. Is it being priced as such? Well, it's 4 times as expensive today than it was a week ago! Yikes! There's a lot more risk in that price than there was at $70. Rambus is outrageous. I'm thrilled to pieces for all of the Rambus diehards who stuck to their guns during an enormous onslaught of FUD. OTOH, I think its price is way ahead. Its profits will ramp up more slowly than we thought a year ago; moreover, a year ago, we were looking at an eventual stock price of $500 to $1000. At $300, much of the future is priced in. There may be exceptions, especially if Rambus finds its way into a significant telecommunications segment, but I think even the Rambus diehards have to believe the stock price is outrageous over the past 2 weeks. stan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next